RB
CFP
RB
CFP

Russell Brander

30 Years of Experience
Weeki Wachee, FL
1 DisclosureBroker

Russell Brander is a CFP-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Weeki Wachee, FL, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

9231 Cortez Blvd, Weeki Wachee, FL, 34613

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History

Regulatory History (1)
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Judgment / Lien
July 2008
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - Present · 14 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Suntrust Investment Services, INC.Broker
January 1998 - June 2011 · 13 yrs 5 mos
Suntrust Investment Services, INC.
January 1998 - June 2011 · 13 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1996 - January 1998 · 1 yr 10 mos
State Registrations32 states
AKALAZCACOCTDEFLGAILLAMAMEMIMNMOMTNCNHNJNYOHORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.